BG Wealth Advisory, LLC and BG Wealth Management, LLC

BG Wealth Advisory, LLC and BG Wealth Management, LLC WE ARE NOT AFFILIATED, NOR HAVE WE EVER BEEN WITH BG WEALTH SHARING LTD.

BG Wealth Advisory, LLC is an independent Registered Investment Advisor serving the Missouri, Kansas, and Texas areas We have three office locations:

Kansas City: 5700 Broadmoor, Suite 505, Mission, KS 66202
Temple, TX: 16 E Ave A, Suite 204, Temple, TX 75601
San Antonio, TX: 84 NE Loop 410, Suite 290, San Antonio, TX 78216

09/18/2026

In this episode of Anchor Your Retirement, we discuss the essential financial and legal steps to take before remarrying. From creating prenuptial agreements and amending trusts to updating powers of attorney and managing finances, we highlight key strategies to protect your assets and loved ones. We also emphasize the importance of updating beneficiary designations and maintaining open communication with both your future spouse and adult children.

09/11/2026

Never Forgetđź’™

09/10/2026

In this episode, we break down the staggering reality of the U.S. national debt surpassing $40 trillion and what that figure actually means for your personal finances. We discuss the compounding interest behind national and personal debt, potential future tax rate increases, and why relying on current tax laws long-term could endanger your retirement. Tune in as we share key strategies for building a tax-efficient retirement plan and taking proactive control of your financial future

09/04/2026

In this episode, we kick off with a lighthearted look at a viral news story before diving into the importance of intentional retirement planning. We discuss why designing your next chapter requires looking beyond basic financial strategy to align your spending, health, and personal goals with what you are truly retiring to. Tune in as we share insights on avoiding common spending pitfalls and preparing both mentally and financially for a fulfilling future.

08/21/2026

This episode explores the complex process of determining how much money to save for retirement by factoring in lifestyle goals, inflation, and unexpected contingencies like long-term care. The discussion highlights how financial planning incorporates employer matches, various tax-advantaged account options, and lifestyle decisions such as paying off a home or relocating. Ultimately, the conversation stresses the importance of starting to save early and working with a fiduciary to navigate the moving targets of retirement planning.

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To learn more about us visit us at bgwealthmanagement.com and schedule your complementary consultation.

08/14/2026

This episode explores the complex distribution and liquidation rules for inherited IRAs under the SECURE Act to help beneficiaries avoid costly excise taxes. Listeners learn about the specific timeline and required minimum distribution differences depending on whether the account is inherited by a spouse or a non-spouse. The discussion emphasizes the importance of proactive estate planning and working with a fiduciary to prevent expensive mistakes during times of grief.

07/20/2026

Calling ALL Federal Employees!!! If you have questions about your retirement benefit options, this training is for you. Call 913-553-6222 ext. 2 OR visit us at bgwealthmanagement.com

07/17/2026

Understanding your Federal Pension is important. It is a lot more complicated that most realize. In this episode Barb breaks down what you need to know to avoid costly mistakes.

07/16/2026

Are you a Federal Employee and in the Kansas City Area? If so, this message is for YOU!!! You’ve got questions, We have answers. Register TODAY!

07/10/2026

The ultimate goal of financial freedom is transitioning from working for your money to having your money work for you. This episode pulls back the curtain on passive income, exploring how strategic investments, dividend portfolios, and smart real estate choices can generate steady cash flow. Tune in to learn how to build reliable revenue streams that grow your wealth around the clock—even while you sleep.

Address

8700 Indian Creek Parkway, Suite 330
Mission, KS
66210

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 5pm
Saturday 9am - 2pm

Telephone

(913) 553-6222

Website

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